KBK Wealth Management
Financial Services
28 West 44th Street
15 employees
- Employees
- 15
- Contacts
- 4
- Emails
- 4
- Phones
- 3
KBK Wealth Management Overview
- Headquarters
- 28 West 44th Street
- Website
- kbkwealth.com
- Industry
- Financial Services
- Employees
- 15
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About KBK Wealth Management
KBK Wealth Management is a full service independent financial consulting and wealth management firm. They are recognized for their long term commitment to its clients. We deliver professional wealth management with a unique integration of tax and financial planning strategies. These strategies are designed to provide clients the one-stop shopping needed to act quickly and expertly when making decisions that will affect them now and into the future. Our seasoned management team has a deep understanding of our clients concerns. We bring an entrepreneurial spirit and vision to help offer solutions, take advantage of investment opportunities, and optimize benefits to help clients move forward confidently in achieving their financial goals. This communication is strictly intended for individuals residing in the states of CA, CT, DC, FL, GA, MA, MD, NJ, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, www.finra.org, www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered by KBK Wealth Management, LLC are separate and unrelated to Commonwealth. KBK Wealth Management, LLC, 28 West 44th Street, Suite 1200, New York, NY 10036 212.944.8504. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.
KBK Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
KBK Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Alan Brachfeld | Financial Advisor, Partner Kbk Wealth | New York, United States |
Email
Phone
|
| Richard Kass | Partner at Kbk Wealth Management - 28 | New York, United States |
Email
Phone
|
| Jeff Feinstein | Wealth Management - Financial Planning | New York City Metropolitan Area, United States |
Email
Phone
|
| Sviatlana Maslava, Mba | Registered Client Service Associate. | Queens County, New York, United States |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Executive
2 profiles
Associate / junior
2 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
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